Jan 23, 2013 6:00pm EST
applications rising, hurricane sandy hitting the east coast and home building about to rise again. >> mm-hmm. >> caller: i own a stock for less than a year and made good money on it, but there's questions about their cash flow. i was wondering if it's a good player or should i sell? the stock is called head waters, hw. >> no, speculative and you hit it out of the park. it's time to -- >> sell, sell, sell! >> you did real well, let's move on. i've got to tell you, i think once the stock goes up like that and is exactly as you said about it, take the money and run. paul in minnesota. paul? >> caller: hey, jim, how's it going? >> all right. how about you? >> caller: i've got a question about facebook. what do you think about the earnings report next week? >> i don't know, the stock has had a big run. i do like facebook, i've liked it since the last conference call. i'm not backing away. it's certainly a lot more exciting than say, apple, it may not be as good as google, but it's fine. it's fine. i think it's going to be good. i wish it would go back under $30 where it was the other day, tha
Jan 22, 2013 11:00pm EST
go. stephanie comes back instantaneously, she is focused on it too. writing, 7% hit from sandy, big wireless numbers. the stock is down 30 cents. so i renew my efforts. find me something, what is wrong with verizon. i don't see it. find me what is wrong. nothing. just the questions of the margins. it is kind of unknowable. and then i'm over across the street. it was a much worse than expected quarter. >> verizon eps misses, reads the tombstone. so it's natural when the gang at squawk comes at me and ask what i thought of a rise in. i don't know. nothing wrong i can see. it is fine. and earnings season, fine doesn't cut it. the stock is either great or bad. it's either a buyer or a cell and a shortfall is bad. all of this, mind you, is coming in a total vacuum, and what verizon is going to say about the margins, what's left after the cost of selling the goods, we don't know. yet the stock is trading heavily and all down hill. so i guess it's a really bad. i pretty much intimate that by the time our morning show begins. i'm beaten down. and taken to the canvas defending this horizon.